See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,619 | $67,606-87.3% | $82,313-89.5% | $70,131-87.7% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 18.99% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $708 | $1,755-59.7% | $2,428-70.8% | $2,342-69.8% |
| Participant deferral / active EE | $1,147 | $2,987-61.6% | $3,706-69.0% | $3,332-65.6% |
| Admin fee / account holder | $4 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |